KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$740K
3
+$420K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
QCOM icon
Qualcomm
QCOM
+$385K

Top Sells

1
+$2.75M
2
+$1.26M
3
+$679K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$630K
5
AAPL icon
Apple
AAPL
+$561K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.08%
3 Industrials 10.56%
4 Consumer Staples 9.92%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.11%
6,746
-70
102
$1.08M 0.1%
2,138
-67
103
$1.01M 0.1%
7,670
-250
104
$1.01M 0.1%
20,225
-340
105
$1M 0.1%
2,740
-1
106
$992K 0.1%
4,890
-129
107
$961K 0.09%
13,971
-75
108
$948K 0.09%
14,150
-705
109
$904K 0.09%
5,238
110
$889K 0.09%
3,107
+7
111
$882K 0.09%
12,709
112
$877K 0.08%
24,183
-928
113
$864K 0.08%
21,139
-30,903
114
$854K 0.08%
19,640
-250
115
$840K 0.08%
5,047
116
$785K 0.08%
4,617
117
$778K 0.08%
3,819
118
$771K 0.07%
18,344
-71
119
$744K 0.07%
8,040
-194
120
$714K 0.07%
7,896
+100
121
$712K 0.07%
1,411
+20
122
$709K 0.07%
4,585
123
$692K 0.07%
1,761
+502
124
$691K 0.07%
9,776
-175
125
$681K 0.07%
9,879
-104
3 4
5
6 7